| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 2,973 | $281,976.59 | $319,954.26 | $37,977.67 | 13.47% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,309 | $217,939.58 | $248,494.58 | $30,555 | 14.02% |
Timothy Bolger Arrow Capital Pty Ltd | 60,000 | $5.13M | $6.53M | $1.4M | 27.4% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,112 | $270,662.62 | $334,913.44 | $64,250.82 | 23.74% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 214 | $10,833.14 | $23,030.68 | $12,197.54 | 112.59% |
Jeffrey McGrath Cetera Trust Company, N.A | 446 | $29,349.03 | $48,101.1 | $18,752.07 | 63.89% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,953 | $282,298.33 | $317,801.86 | $35,503.53 | 12.58% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 97,761 | $8.7M | $10.52M | $1.82M | 20.95% |
Taylor Wagner Valued Wealth Advisors LLC | 86 | $8,517.04 | $9,255.32 | $738.28 | 8.67% |
Darin Sadow Freestone Grove Partners LP | 500,000 | $57.43M | $53.92M | -$3.51M | -6.11% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,765 | $476,044.88 | $513,857.6 | $37,812.72 | 7.94% |
Curtis Burkholder Bare Financial Services, Inc | 40 | $3,697 | $4,304.8 | $607.8 | 16.44% |
Keisuke Ichihara Rakuten Securities, Inc. | 45 | $4,159.31 | $4,853.25 | $693.94 | 16.68% |
Joshua Stipcich Tidemark, LLC | 500 | $25,298 | $53,600 | $28,302 | 111.87% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 51,610 | $3.08M | $5.55M | $2.47M | 80.09% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 174 | $19,906.41 | $18,725.88 | -$1,180.53 | -5.93% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,747 | $200,660 | $188,413.95 | -$12,246.05 | -6.1% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,035 | $235,797.02 | $327,324.75 | $91,527.73 | 38.82% |
Craig Silberg EVERPAR ADVISORS LLC | 1,890 | $217,085 | $203,401.8 | -$13,683.2 | -6.3% |
Carol Smith Access Investment Management LLC | 114 | $9,476 | $12,268.68 | $2,792.68 | 29.47% |